Alexis Kavaliotis
Financial Adviser
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About
Alexis Kavaliotis is an ASIC-registered financial adviser based in Chadstone, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Alexis holds a Bachelor of Commerce from Deakin University, completed in 2022, providing a solid foundation for understanding the complexities of the financial landscape. Alexis is authorized to provide advice on a broad range of financial products, ensuring clients receive holistic support across various aspects of their financial lives. This includes superannuation advice, insurance solutions, wealth management strategies, and retirement planning. • Superannuation advice • Insurance (Investment Life Insurance and Life Risk Insurance) • Wealth management • Retirement planning • Securities and Government Debt Securities Alexis is committed to building long-term relationships with clients, providing ongoing support and guidance as their needs evolve. Whether you're planning for retirement, seeking to grow your wealth, or protecting your assets, Alexis can help you navigate the complexities of the financial world with confidence. Contact Alexis today to arrange a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Alexis Kavaliotis offer?
Alexis is authorized to provide advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, securities, and government debt securities. This allows for comprehensive financial planning tailored to your individual needs.
What qualifications does Alexis Kavaliotis have?
Alexis holds a Bachelor of Commerce from Deakin University, providing a strong understanding of financial principles and practices.
How does Alexis approach financial planning?
Alexis focuses on building long-term relationships with clients, understanding their unique circumstances, and providing tailored advice to help them achieve their financial goals. The approach is centered around ongoing support and guidance.
What can I expect during my first consultation with Alexis?
During your initial consultation, Alexis will take the time to understand your current financial situation, your goals, and your priorities. This information will be used to develop a personalized financial plan that aligns with your needs.
How can Alexis help me with my superannuation?
Alexis can provide advice on various aspects of superannuation, including fund selection, contribution strategies, and retirement planning. Alexis can help you make informed decisions to maximize your superannuation benefits.
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